Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,904,824
+$920,428 QoQ
Shares Held
5,475
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#641
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $7,349,623 across 6 Specialty Industrial Machinery names. CMI ranks #1 (53.1% of the industry book) .
All Filings in CMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,904,824 | 5,475 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,984,396 | 5,547 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,920,794 | 5,722 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,475,510 | 5,861 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,989,890 | 6,076 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,922,014 | 6,132 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,234,526 | 6,410 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,197,886 | 6,788 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,918,847 | 6,929 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,355,137 | 7,993 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,980,525 | 8,267 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,920,663 | 8,407 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,106,169 | 8,591 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,067,028 | 8,653 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $1,775,828 | 8,726 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,746,608 | 9,025 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,922,906 | 9,375 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,189,034 | 10,035 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,297,922 | 10,233 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,494,420 | 10,231 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,652,249 | 10,236 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,497,418 | 10,997 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,317,692 | 10,976 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,988,331 | 11,476 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,591,633 | 11,762 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||